Brett Dimas is a CFP-designated registered investment advisor at Activ8 Family Office LLC, based in Barrington, IL, with 18 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Athletes & Entertainers, Business Owners, Corporate Executives, and 7 more. Their firm serves 387 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee of 1.50% for investment management services. Fees are subject to an annual minimum starting at $2,500 and do not include separate platform or third-party manager fees.
Fee Estimator
Location
Barrington, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Brett is a sole proprietor providing general accounting services from his home address since 2012. This non-investment related business takes a few hours per week.
Employment History
Current Registrations
Activ8 Family Office LLC
Previous Registrations
Raymond James & Associates, INC.
Ofs
Csmg International, LTD.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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